Files
cbsnexora/src/app/clients/create-client/create-client.component.ts
T
keshav 352a65cb5d
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
Publish Image in Docker Hub / build (push) Canceled after 0s
Playwright E2E Tests / Run Playwright Tests (push) Canceled after 0s
Tests / testRigor (push) Canceled after 0s
feat: implement DIP/MNRL lookups and enhance Sanctions screening workflows
- Implement DIP/MNRL lookup logs table, filtering, and detail review under reports.
- Integrate DIP verification gating on client creation, allowing officers to record PROCEEDED/REJECTED decisions with reasons.
- Upgrade Sanctions verification dialog to support comparing Name, DOB, and Nationality particulars.
- Add Sanctions disposition recording (FALSE_POSITIVE / CONFIRMED_MATCH) awaiting Principal Officer approval.
- Add sanctions-alert-review-dialog for reviewers to assess and escalate/clear flagged names.
- Enforce strict screening reset logic on client name changes, preventing bypass of existing blocks.
- Update routes and shell menu navigation to include DIP/MNRL Lookups and Sanctions Logs.
2026-08-14 10:44:00 +05:30

1288 lines
46 KiB
TypeScript

/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, QueryList, ViewChild, ViewChildren, inject } from '@angular/core';
import { Router, ActivatedRoute } from '@angular/router';
import { Observable, of } from 'rxjs';
import { map } from 'rxjs/operators';
/** Custom Services */
import { ClientsService } from '../clients.service';
import { familyAllowed, nomineeAllowed, isProprietorship } from '../utils/client-rules';
/** Custom Components */
import { ClientGeneralStepComponent } from '../client-stepper/client-general-step/client-general-step.component';
import { ClientAddressStepComponent } from '../client-stepper/client-address-step/client-address-step.component';
import { ClientIndiaAddressStepComponent } from '../client-stepper/client-india-address-step/client-india-address-step.component';
import { ClientEntityKycStepComponent } from '../client-stepper/client-entity-kyc-step/client-entity-kyc-step.component';
import { ClientDatatableStepComponent } from '../client-stepper/client-datatable-step/client-datatable-step.component';
import { ClientKycStepComponent } from '../client-stepper/client-kyc-step/client-kyc-step.component';
import { ClientPreviewStepComponent } from '../client-stepper/client-preview-step/client-preview-step.component';
import { ClientFamilyMembersStepComponent } from '../client-stepper/client-family-members-step/client-family-members-step.component';
/** Custom Services */
import { SettingsService } from 'app/settings/settings.service';
import { MatTabsModule } from '@angular/material/tabs';
import { MatIconModule, MatIcon } from '@angular/material/icon';
import { MatDivider } from '@angular/material/divider';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { MatProgressSpinner } from '@angular/material/progress-spinner';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatDialog, MAT_DIALOG_DATA, MatDialogClose } from '@angular/material/dialog';
import { MatSnackBar } from '@angular/material/snack-bar';
import { MatTooltip } from '@angular/material/tooltip';
import { Inject } from '@angular/core';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* Create Client Component.
*/
@Component({
selector: 'mifosx-create-client',
templateUrl: './create-client.component.html',
styleUrls: ['./create-client.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatTabsModule,
MatIconModule,
MatDivider,
FaIconComponent,
MatProgressSpinner,
ClientGeneralStepComponent,
ClientAddressStepComponent,
ClientIndiaAddressStepComponent,
ClientEntityKycStepComponent,
ClientDatatableStepComponent,
ClientKycStepComponent,
ClientPreviewStepComponent,
ClientFamilyMembersStepComponent,
MatProgressBarModule,
MatTooltip
]
})
export class CreateClientComponent {
private route = inject(ActivatedRoute);
private router = inject(Router);
private clientsService = inject(ClientsService);
private settingsService = inject(SettingsService);
private dialog = inject(MatDialog);
private snackBar = inject(MatSnackBar);
@ViewChild(ClientGeneralStepComponent) clientGeneralStep: ClientGeneralStepComponent;
@ViewChild('clientAddress') clientAddressStep: ClientAddressStepComponent;
@ViewChild('clientIndiaAddress') clientIndiaAddressStep: ClientIndiaAddressStepComponent;
@ViewChild(ClientEntityKycStepComponent) clientEntityKycStep: ClientEntityKycStepComponent;
@ViewChild('clientKyc') clientKycStep: ClientKycStepComponent;
@ViewChild(ClientFamilyMembersStepComponent) clientFamilyMembersStep: ClientFamilyMembersStepComponent;
@ViewChildren('dtclient') clientDatatables: QueryList<ClientDatatableStepComponent>;
datatables: any = [];
legalFormType = 1;
selectedTabIndex = 0;
createdClientId = '';
savingClient = false;
/** Pre-fill data passed from "Create as Client" on a manual family member */
prefillData: any = null;
/** Track which tabs are in edit mode (false/undefined = read-only for completed tabs) */
tabEditMode: Record<number, boolean> = {};
/** Highest tab index reached — tabs below this show read-only when navigated back */
highestTabReached = 0;
/** Client Template */
clientTemplate: any;
/** Client Address Field Config */
clientAddressFieldConfig: any;
/**
* Fetches client and address template from `resolve`
* @param {ActivatedRoute} route Activated Route
* @param {Router} router Router
* @param {ClientsService} clientsService Clients Service
* @param {SettingsService} settingsService Setting service
*/
constructor() {
this.route.data.subscribe((data: { clientTemplate: any; clientAddressFieldConfig: any }) => {
this.clientTemplate = data.clientTemplate;
this.clientAddressFieldConfig = data.clientAddressFieldConfig;
// This app's RouteReusableStrategy keeps this SAME component instance alive across
// repeat visits to /clients/create, so ngOnInit/constructor won't re-run for a second
// "create new client" session — reset transient state here instead, since `route.data`
// re-emits on every navigation regardless of whether the component was reused. Must run
// BEFORE setDatatables(), which reads legalFormType to filter clientTemplate.datatables.
this.resetForNewClient();
this.setDatatables();
});
// Read pre-fill data set by "Create as Client" from a manual family member
const nav = this.router.getCurrentNavigation();
const navState = nav?.extras?.state ?? (typeof history !== 'undefined' ? history.state : null);
if (navState?.prefill) {
this.prefillData = navState.prefill;
}
}
/** Resets session state that could otherwise leak between clients when the route is reused. */
private resetForNewClient(): void {
this.legalFormType = 1;
this.selectedTabIndex = 0;
this.createdClientId = '';
this.savingClient = false;
this.saveProgress = 0;
this.tabEditMode = {};
this.highestTabReached = 0;
this.validationError = '';
this.prefillData = null;
this.clientGeneralStep?.resetForNewClient();
this.clientKycStep?.resetForNewClient();
this.clientIndiaAddressStep?.resetForNewClient();
}
/** Check if a tab is in read-only mode (completed tab navigated back to) */
isTabReadOnly(tabIndex: number): boolean {
// Only tabs that have been passed (below highest reached) AND not explicitly set to edit mode
return tabIndex < this.highestTabReached && !this.tabEditMode[tabIndex];
}
/** Enable editing for a specific tab */
enableTabEdit(tabIndex: number): void {
this.tabEditMode[tabIndex] = true;
}
/** Cancel editing — revert tab back to read-only */
cancelTabEdit(tabIndex: number): void {
this.tabEditMode[tabIndex] = false;
}
get clientGeneralForm() {
return this.clientGeneralStep?.createClientForm;
}
/**
* Constitution display name for the selected entity constitution. Drives the
* proprietorship-only nominee rule below. Empty / null for individual clients.
*/
get constitutionLabel(): string {
return this.clientGeneralStep?.selectedConstitution?.name || '';
}
/** Whether the Family/Nominee tab should appear at all. */
get showFamilyTab(): boolean {
return nomineeAllowed(this.legalFormType, this.constitutionLabel);
}
/**
* Whether the Family/Nominee tab should render in nominee-only mode (family
* member rows hidden). True for entity proprietorship, false for individuals.
*/
get familyTabNomineeOnly(): boolean {
return !familyAllowed(this.legalFormType, this.constitutionLabel) && this.showFamilyTab;
}
/** Total tab count varies by legal form + constitution.
* Individual: General + KYC + Address + Family + Preview = 5
* Entity (proprietorship): General + KYC + S&S + Address + Nominees + Preview = 6
* Entity (non-proprietor): General + KYC + S&S + Address + Preview = 5
*/
get totalTabs(): number {
let count = 4; // General + KYC + Address + Preview
if (this.legalFormType === 2) count++; // S&S only for entities
if (this.showFamilyTab) count++;
return count;
}
/**
* Per-tab form-validity gate for the Save & Next button.
* Returns false when the current tab has unfilled / invalid required fields
* so the user can't move forward (and the button is visibly disabled).
* The mapping follows the tab order in create-client.component.html:
* 0 General
* 1 KYC & Documents
* 2 (non-individual) Scheme & Sector | (individual) Address
* 3 (non-individual) Address | (individual) Family
* 4 Application Summary (handled by Submit, not Save & Next)
*/
get currentStepValid(): boolean {
if (this.savingClient) return false;
const idx = this.selectedTabIndex;
if (idx === 0) {
if (!this.clientGeneralStep || !this.clientGeneralForm) return false;
if (this.clientGeneralStep.sanctionsBlocked) return false;
// A number the officer rejected on the DIP result must be replaced, not carried forward.
if (this.clientGeneralStep.dipRejected || this.clientGeneralStep.alternateDipRejected) return false;
if (!this.clientGeneralForm.valid) return false;
// Contact-OTP gate: mobileNo/emailAddress must each be OTP-verified before a brand-new
// client can be created — mirrors the edit flow's dual-OTP gate in EditClientComponent.
return this.clientGeneralStep.contactVerified;
}
if (idx === 1) {
// KYC tab — block when the kyc form has unfilled required fields
// (kycDocumentName / kycDocumentNumber / pattern errors on PAN / Aadhaar etc.)
const kf = this.clientKycStep?.kycForm;
if (kf && !kf.valid) {
const invalid = [];
for (const name in kf.controls) {
if (kf.controls[name].invalid) {
invalid.push({ name, errors: kf.controls[name].errors, value: kf.controls[name].value });
}
}
console.log('--- KYC Form is INVALID. Offending controls:', invalid);
}
return !kf || kf.valid;
}
if (this.legalFormType === 2) {
if (idx === 2) {
// Scheme & Sector (entity KYC) — categories are opt-in, so always allow.
return true;
}
if (idx === 3) {
// Address tab for non-individuals
return this.isAddressStepValid();
}
} else {
if (idx === 2) {
// Address tab for individuals
return this.isAddressStepValid();
}
if (idx === 3) {
// Family tab — Mother is required, and either Father or a Caretaker.
return !this.clientFamilyMembersStep || this.clientFamilyMembersStep.familyRelationshipRulesMet;
}
}
return true;
}
/** Permanent address is the only mandatory address; current/office/correspondence are optional. */
private isAddressStepValid(): boolean {
const step = this.clientIndiaAddressStep;
if (!step) return true; // step not yet mounted — don't block
const perm = step.permanentForm;
return !perm || perm.valid;
}
/**
* Human-readable explanation of why the Save & Next button is disabled.
* Surfaced via matTooltip so the user knows what to fix.
*/
get currentStepBlockerMessage(): string {
if (this.savingClient) return 'Saving — please wait…';
if (this.currentStepValid) return '';
const idx = this.selectedTabIndex;
if (idx === 0 && this.clientGeneralStep?.sanctionsBlocked) {
const disposition = this.clientGeneralStep.sanctionsDisposition;
if (disposition === 'FALSE_POSITIVE') {
return 'False-positive review submitted — awaiting Principal Officer approval before onboarding can continue.';
}
if (disposition === 'CONFIRMED_MATCH') {
return 'Confirmed UNSC sanctions match — onboarding is blocked and the case has been escalated.';
}
return 'Sanctions match found — review the match and record an outcome before proceeding.';
}
if (idx === 0 && (this.clientGeneralStep?.dipRejected || this.clientGeneralStep?.alternateDipRejected)) {
return 'The mobile number was rejected on the DIP/MNRL result — enter a different number and verify it.';
}
if (idx === 0 && this.clientGeneralForm?.valid && !this.clientGeneralStep?.contactVerified) {
return 'Verify the OTP sent to both the mobile number and email address before proceeding.';
}
if (idx === 1) {
const labels = this.clientKycStep?.invalidFieldLabels || [];
if (labels.length) {
return `Please fill/correct: ${labels.join(', ')}.`;
}
}
if (idx === 3 && this.legalFormType === 1 && this.clientFamilyMembersStep) {
const step = this.clientFamilyMembersStep;
if (!step.hasMother) return 'Mother is required as a family member.';
if (!step.hasFather && !step.hasCaretaker) return 'Either Father or a Caretaker is required as a family member.';
}
return 'Please fill all mandatory fields on this tab to continue.';
}
/** Get constitution type from general step for entity KYC */
getConstitutionType(): string {
return this.clientGeneralStep?.createClientForm?.get('clientNonPersonDetails.constitutionId')?.value || '';
}
get client() {
const general = this.clientGeneralStep?.clientGeneralDetails || {};
const addr = this.clientTemplate.isAddressEnabled && this.clientAddressStep ? this.clientAddressStep.address : {};
return { ...general, ...addr };
}
areFormvalids(): boolean {
if (!this.clientGeneralStep || !this.clientGeneralForm) {
return false;
}
let areValids = this.clientGeneralForm.valid;
if (this.clientGeneralStep.sanctionsBlocked) {
return false;
}
if (this.clientTemplate.isAddressEnabled && this.clientAddressStep) {
areValids = areValids && this.clientAddressStep.address.address.length > 0;
}
if (this.clientTemplate.datatables && this.clientTemplate.datatables.length > 0 && this.clientDatatables) {
this.clientDatatables.forEach((clientDatatable: ClientDatatableStepComponent) => {
areValids = areValids && clientDatatable.datatableForm.valid;
});
}
return areValids;
}
setDatatables(): void {
this.datatables = [];
let legalFormTypeVal = 'person';
if (this.legalFormType === 2) {
legalFormTypeVal = 'entity';
}
if (this.clientTemplate.datatables) {
this.clientTemplate.datatables.forEach((datatable: any) => {
if (datatable.entitySubType.toLowerCase() === legalFormTypeVal) {
this.datatables.push(datatable);
}
});
}
}
/**
* Next button handler — saves client on General tab before moving forward.
*/
/** Save progress percentage for progress bar */
saveProgress = 0;
onNext() {
// If on General tab and client not yet created — save first
if (this.selectedTabIndex === 0 && !this.createdClientId) {
if (!this.clientGeneralForm?.valid) {
this.clientGeneralForm?.markAllAsTouched();
setTimeout(() => {
const firstInvalid = document.querySelector('.mat-mdc-form-field.ng-invalid');
if (firstInvalid) {
firstInvalid.scrollIntoView({ behavior: 'smooth', block: 'center' });
}
}, 100);
return;
}
// Contact-OTP gate — defensive re-check. The Save & Next button is already disabled via
// `currentStepValid` while this is incomplete, but don't rely on that alone (mirrors the
// same defensive re-check in EditClientComponent.confirmAndSaveTab()).
if (!this.clientGeneralStep?.contactVerified) {
this.snackBar.open('Verify the OTP sent to both the mobile number and email address before saving.', 'Close', {
duration: 5000
});
return;
}
// PWD gate — disability type + certificate are mandatory when PWD is checked
// (Senior Citizen proof upload is optional, not gated here)
if (!this.clientGeneralStep?.seniorPwdDocsComplete) {
this.clientGeneralStep?.markSeniorPwdDocsTouched();
this.snackBar.open(
'Select the disability type and upload the Disability Certificate before continuing.',
'Close',
{ duration: 5000 }
);
return;
}
// Sanctions verification gate — Verify Client must be clicked before save
if (!this.clientGeneralStep?.sanctionsVerified) {
this.dialog
.open(VerifyClientAlertDialogComponent, {
width: '420px',
autoFocus: false,
data: { isEntity: this.legalFormType === 2 }
})
.afterClosed()
.subscribe(() => {
setTimeout(() => {
const verifyBtn = document.querySelector('.verify-name-btn') as HTMLElement;
if (verifyBtn) {
verifyBtn.scrollIntoView({ behavior: 'smooth', block: 'center' });
verifyBtn.focus();
}
}, 100);
});
return;
}
// Show confirmation dialog
const dialogRef = this.dialog.open(SaveConfirmDialogComponent, {
width: '440px',
disableClose: true
});
dialogRef.afterClosed().subscribe((confirmed: boolean) => {
if (!confirmed) return;
this.saveAndProceed();
});
return;
}
// Save current tab data before moving to next
if (this.createdClientId) {
this.saveCurrentTabData();
}
this.selectedTabIndex = this.selectedTabIndex + 1;
if (this.selectedTabIndex > this.highestTabReached) {
this.highestTabReached = this.selectedTabIndex;
}
}
/** Save the current tab's data to the API */
private saveCurrentTabData() {
const tabIndex = this.selectedTabIndex;
const clientId = this.createdClientId;
// KYC tab
const kycTabIndex = 1;
if (tabIndex === kycTabIndex) {
// Photograph + Signature are mandatory before leaving the KYC tab
if (this.clientKycStep && !this.clientKycStep.photoSigComplete) {
this.clientKycStep.markPhotoSigTouched();
this.validationError = 'Photograph and Signature are required before continuing.';
return;
}
this.validationError = '';
// Save KYC
if (this.clientKycStep?.hasKycData) {
if (!this.clientKycStep.kycId) {
this.clientsService.saveClientKyc(clientId, this.clientKycStep.kycData).subscribe({
next: (res: any) => {
if (this.clientKycStep) {
this.clientKycStep.kycId = res?.resourceId?.toString() || res?.entityId?.toString() || '';
}
},
error: () => {}
});
} else {
const { kycType, ...updatePayload } = this.clientKycStep.kycData;
this.clientsService
.updateClientKyc(clientId, this.clientKycStep.kycId, updatePayload)
.subscribe({ error: () => {} });
}
}
// Upload photo & signature
if (this.clientKycStep?.photographFile) {
this.clientsService
.uploadClientProfileImage(clientId, this.clientKycStep.photographFile)
.subscribe({ error: () => {} });
}
if (this.clientKycStep?.signatureFile) {
this.clientsService
.uploadClientSignatureImage(clientId, this.clientKycStep.signatureFile)
.subscribe({ error: () => {} });
}
// Persist the KYC document picker selection + uploaded files as a client identifier
this.saveKycDocProof(clientId);
return;
}
// Address tab (index 2 for Individual, 3 for Non-Individual)
const addressTabIndex = this.legalFormType === 2 ? 3 : 2;
if (tabIndex === addressTabIndex) {
if (this.clientIndiaAddressStep?.hasAddressData) {
this.saveClientAddresses(clientId);
}
return;
}
// Family tab (index 3 for Individual, 4 for Non-Individual proprietorship).
// Skip entirely when the tab is hidden (entity non-proprietor) so we don't
// confuse Preview at the same index slot with the Family step.
const familyTabIndex = this.legalFormType === 2 ? 4 : 3;
if (this.showFamilyTab && tabIndex === familyTabIndex) {
if (this.clientFamilyMembersStep?.hasFamilyMembers) {
this.saveClientFamilyMembers(clientId);
}
return;
}
}
/** Executes the save API call with progress animation */
private saveAndProceed() {
this.savingClient = true;
this.saveProgress = 0;
// Animate progress bar
const progressInterval = setInterval(() => {
if (this.saveProgress < 90) {
this.saveProgress += Math.random() * 15;
if (this.saveProgress > 90) this.saveProgress = 90;
}
}, 200);
const locale = this.settingsService.language.code;
const dateFormat = this.settingsService.dateFormat;
const clientData = { ...this.client, dateFormat, locale };
// Mandatory contact-OTP references — required by POST /clients whenever mobileNo/
// emailAddress are present (they always are, both are Validators.required on this form).
// Gated by `contactVerified` above, so these are guaranteed non-null at this point.
clientData.mobileNewOtpId = this.clientGeneralStep?.mobileNewOtpId;
clientData.emailNewOtpId = this.clientGeneralStep?.emailNewOtpId;
if (this.clientTemplate.datatables && this.clientTemplate.datatables.length > 0) {
const datatables: any[] = [];
this.clientDatatables?.forEach((clientDatatable: ClientDatatableStepComponent) => {
datatables.push(clientDatatable.payload);
});
if (datatables.length > 0) {
clientData['datatables'] = datatables;
}
}
this.clientsService.createClient(clientData).subscribe({
next: (response: any) => {
clearInterval(progressInterval);
this.saveProgress = 100;
this.createdClientId = response.resourceId;
// Senior Citizen / PWD supporting documents — uploaded after creation, same pattern as
// the KYC step's photo/signature uploads (the generic /clients/{id}/documents endpoint
// needs a real clientId, which only exists once createClient() has returned).
if (this.clientGeneralStep?.seniorCitizenProofFile) {
const seniorCitizenProofForm = new FormData();
seniorCitizenProofForm.append('file', this.clientGeneralStep.seniorCitizenProofFile);
seniorCitizenProofForm.append('name', 'seniorCitizenProof');
seniorCitizenProofForm.append('description', 'Senior Citizen Proof (Age/ID Proof)');
this.clientsService
.uploadClientDocument(this.createdClientId, seniorCitizenProofForm)
.subscribe({ error: () => {} });
}
if (this.clientGeneralStep?.pwdCertificateFile) {
const pwdCertificateForm = new FormData();
pwdCertificateForm.append('file', this.clientGeneralStep.pwdCertificateFile);
pwdCertificateForm.append('name', 'pwdCertificate');
pwdCertificateForm.append('description', 'Disability Certificate');
this.clientsService
.uploadClientDocument(this.createdClientId, pwdCertificateForm)
.subscribe({ error: () => {} });
}
// Brief delay to show 100% before transitioning
setTimeout(() => {
this.savingClient = false;
this.saveProgress = 0;
this.selectedTabIndex = 1;
this.highestTabReached = 1;
}, 400);
},
error: () => {
clearInterval(progressInterval);
this.savingClient = false;
this.saveProgress = 0;
}
});
}
legalFormChange(eventData: { legalForm: number }) {
this.legalFormType = eventData.legalForm;
this.setDatatables();
}
/**
* Submits the create client form.
* If the client was already created via onNext(), reuse that client ID
* instead of creating a duplicate.
*/
/** Validation error message for display */
validationError = '';
submit() {
// Validate: photograph and signature are mandatory
if (this.clientKycStep && !this.clientKycStep.photoSigComplete) {
this.clientKycStep.markPhotoSigTouched();
this.validationError = 'Photograph and Signature are required before submitting.';
// Switch to KYC tab
this.selectedTabIndex = 1;
return;
}
// Validate: at least one family member required (Individual clients)
if (this.legalFormType === 1 && this.clientFamilyMembersStep && !this.clientFamilyMembersStep.hasFamilyMembers) {
this.validationError = 'At least one family member is required. Please add a family member before submitting.';
// Switch to Family tab
this.selectedTabIndex = 3;
return;
}
// Validate: Mother required, and either Father or a Caretaker (Individual clients)
if (
this.legalFormType === 1 &&
this.clientFamilyMembersStep &&
!this.clientFamilyMembersStep.familyRelationshipRulesMet
) {
const step = this.clientFamilyMembersStep;
if (!step.hasMother) {
this.validationError = 'Mother is required as a family member.';
} else {
this.validationError = 'Either Father or a Caretaker is required as a family member.';
}
this.selectedTabIndex = 3;
return;
}
this.validationError = '';
if (this.createdClientId) {
// Client already created in onNext() — just finalize (upload files, navigate)
this.finalizeClient(this.createdClientId);
} else {
// Fallback: create client now (shouldn't happen in normal flow)
if (!this.clientGeneralStep?.contactVerified) {
this.validationError = 'Verify the OTP sent to both the mobile number and email address before submitting.';
this.selectedTabIndex = 0;
return;
}
const locale = this.settingsService.language.code;
const dateFormat = this.settingsService.dateFormat;
const clientData = {
...this.client,
dateFormat,
locale,
mobileNewOtpId: this.clientGeneralStep?.mobileNewOtpId,
emailNewOtpId: this.clientGeneralStep?.emailNewOtpId
};
if (this.clientTemplate.datatables && this.clientTemplate.datatables.length > 0) {
const datatables: any[] = [];
this.clientDatatables.forEach((clientDatatable: ClientDatatableStepComponent) => {
datatables.push(clientDatatable.payload);
});
if (datatables.length > 0) {
clientData['datatables'] = datatables;
}
}
this.clientsService.createClient(clientData).subscribe((response: any) => {
this.createdClientId = response.resourceId;
this.finalizeClient(this.createdClientId);
});
}
}
/**
* Finalize: upload photo/signature, save KYC, save addresses, then navigate.
*/
private finalizeClient(clientId: string) {
const doNavigate = () =>
this.router.navigate(
[
'../',
clientId
],
{ relativeTo: this.route }
);
const navigateToClient = () => {
const fm = this.prefillData;
if (fm?.familyMemberId && fm?.parentClientId) {
this.clientsService
.editFamilyMember(fm.parentClientId.toString(), fm.familyMemberId.toString(), {
linkedClientId: Number(clientId)
})
.subscribe({
next: () => {
this.snackBar.open('Family member linked to this client successfully.', 'Close', { duration: 4000 });
doNavigate();
},
error: () => {
this.snackBar.open(
'Client created, but family member could not be auto-linked. Please link manually.',
'Close',
{ duration: 6000 }
);
doNavigate();
}
});
} else {
doNavigate();
}
};
// Upload photo if selected
if (this.clientKycStep?.photographFile) {
this.clientsService
.uploadClientProfileImage(clientId, this.clientKycStep.photographFile)
.subscribe({ error: () => {} });
}
// Upload signature if selected
if (this.clientKycStep?.signatureFile) {
this.clientsService
.uploadClientSignatureImage(clientId, this.clientKycStep.signatureFile)
.subscribe({ error: () => {} });
}
// Save addresses from India address step
if (this.clientIndiaAddressStep?.hasAddressData) {
this.saveClientAddresses(clientId);
}
// Save family members
if (this.clientFamilyMembersStep?.hasFamilyMembers) {
this.saveClientFamilyMembers(clientId);
}
// Persist the KYC document picker selection + uploaded files as a client identifier
this.saveKycDocProof(clientId);
// Save/update KYC to ensure latest exception fields are persisted
if (this.clientKycStep?.hasKycData) {
if (!this.clientKycStep.kycId) {
this.clientsService.saveClientKyc(clientId, this.clientKycStep.kycData).subscribe({
next: () => navigateToClient(),
error: () => navigateToClient()
});
} else {
const { kycType, ...updatePayload } = this.clientKycStep.kycData;
this.clientsService.updateClientKyc(clientId, this.clientKycStep.kycId, updatePayload).subscribe({
next: () => navigateToClient(),
error: () => navigateToClient()
});
}
} else {
navigateToClient();
}
}
/**
* Save addresses from the India address step to Fineract address API.
* Fetches address template to resolve address type IDs, then POSTs each address.
*/
private saveClientAddresses(clientId: string) {
const addressData = this.clientIndiaAddressStep.addressData;
// Map tab names to Fineract address type names (as defined in address template)
const typeNameMap: Record<string, string[]> = {
permanent: [
'Permanent',
'Permanent Address'
],
current: [
'Residential',
'Current',
'Current / Residential',
'Communication'
],
office: [
'Office',
'Office / Work',
'Business',
'Work'
],
correspondence: [
'Correspondence',
'Mailing',
'Postal'
]
};
this.clientsService.getClientAddressTemplate().subscribe({
next: (template: any) => {
const typeOptions = template?.addressTypeIdOptions || [];
for (const [
tab,
addr
] of Object.entries(addressData)) {
if (!addr || !(addr as any).addressLine1) continue;
// Find matching address type ID
const possibleNames = typeNameMap[tab] || [tab];
let typeId = typeOptions.find((t: any) =>
possibleNames.some((n: string) => t.name?.toLowerCase().includes(n.toLowerCase()))
)?.id;
// Fallback: use first available type if no match
if (!typeId && typeOptions.length > 0) {
typeId = typeOptions[0].id;
}
if (!typeId) continue;
const payload: any = {
addressLine1: (addr as any).addressLine1 || '',
addressLine2: (addr as any).addressLine2 || '',
addressLine3: '',
townVillage: (addr as any).locality || '',
postalCode: (addr as any).pinCode || '',
city: (addr as any).city || '',
countyDistrict: (addr as any).district || '',
street: (addr as any).landmark || '',
addressType: typeId,
isActive: tab === 'permanent'
};
// Try to resolve state to stateProvinceId. We normalise both sides (lowercase,
// collapse underscores + whitespace) so legacy UPPER_SNAKE rows still match the
// postal-PIN API's "Madhya Pradesh" form and vice versa. See migration 0297.
if ((addr as any).state && template?.stateProvinceIdOptions?.length) {
const norm = (s: string) =>
(s || '')
.toLowerCase()
.replace(/[_\s]+/g, ' ')
.trim();
const target = norm((addr as any).state);
const stateMatch = template.stateProvinceIdOptions.find((s: any) => norm(s.name) === target);
if (stateMatch) payload.stateProvinceId = stateMatch.id;
}
this.clientsService.createClientAddress(clientId, typeId.toString(), payload).subscribe({ error: () => {} });
}
},
error: () => {}
});
// Persist the selected proof of address as a client identifier (with attached files)
this.saveAddressProof(clientId);
}
/**
* Save the address-proof picked on the permanent tab as a client identifier
* + upload each selected file as a document attached to that identifier.
* Mirrors identities-tab.createIdentifierWithDocs.
*/
private saveAddressProof(clientId: string) {
if (this.clientIndiaAddressStep?.existingAddressProofIdentifierId) {
return;
}
const payload = this.clientIndiaAddressStep?.addressProofPayload;
if (!payload?.proofId) return;
const proofName = payload.proof?.name || 'Address Proof';
const identifierData: any = {
documentTypeId: payload.proofId,
status: 'Active',
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
description: payload.issueDate ? `Issue date: ${payload.issueDate}` : ''
};
this.clientsService.addClientIdentifier(clientId, identifierData).subscribe({
next: (res: any) => {
const identifierId = res?.resourceId;
if (!identifierId) return;
if (this.clientIndiaAddressStep) {
this.clientIndiaAddressStep.existingAddressProofIdentifierId = identifierId.toString();
}
for (const entry of payload.files) {
const formData = new FormData();
formData.append('name', `${proofName} — ${entry.slot}`);
formData.append('file', entry.file);
this.clientsService.uploadClientIdentifierDocument(identifierId, formData).subscribe({ error: () => {} });
}
},
error: () => {}
});
}
/**
* Save the KYC document picked on the KYC tab as a client identifier
* + upload each selected file as a document attached to that identifier.
*/
private saveKycDocProof(clientId: string) {
if (this.clientKycStep?.existingKycIdentifierId) {
return;
}
const payload = this.clientKycStep?.kycDocPayload;
if (!payload?.proofId || !payload?.files?.length) return;
const proofName = payload.proof?.name || 'KYC Document';
// The KYC step's chip-picker carries `id` as a doc-type CODE string (e.g. "AADHAAR")
// because its list is constitution-driven, not CodeValue-backed. The backend
// ClientIdentifierRequest.documentTypeId is a Long, so a string proofId trips Jackson
// with HttpMessageNotReadableException → 400. Resolve to the numeric CodeValue id by
// matching on name against /kyc/proof-types?type=id before posting.
this.resolveDocumentTypeId(payload.proofId, proofName).subscribe((documentTypeId: number | null) => {
if (documentTypeId == null) {
// No CodeValue match (e.g. non-individual constitution-specific docs). Skip the
// identifier save rather than firing a 400; the form's other KYC fields still get
// persisted via the KYC entity.
return;
}
const identifierData: any = {
documentTypeId,
status: 'Active',
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
description: 'KYC document'
};
this.clientsService.addClientIdentifier(clientId, identifierData).subscribe({
next: (res: any) => {
const identifierId = res?.resourceId;
if (!identifierId) return;
if (this.clientKycStep) {
this.clientKycStep.existingKycIdentifierId = identifierId.toString();
}
for (const entry of payload.files) {
const formData = new FormData();
formData.append('name', `${proofName} — ${entry.slot}`);
formData.append('file', entry.file);
this.clientsService.uploadClientIdentifierDocument(identifierId, formData).subscribe({ error: () => {} });
}
},
error: () => {}
});
});
}
/**
* Pass-through when proofId is already numeric (address proof, identities tab). Otherwise
* resolve the string code/name against the ID-proof CodeValues so the backend gets a
* proper Long for documentTypeId.
*/
private resolveDocumentTypeId(proofId: any, proofName: string): Observable<number | null> {
if (typeof proofId === 'number' && Number.isFinite(proofId)) {
return of(proofId);
}
return this.clientsService.getKycProofTypes('id').pipe(
map((res: any) => {
const list: any[] = res?.idProofs || [];
const cleanStr = (s: string) => (s || '').toLowerCase().replace(/[^a-z0-9]/g, '');
const target = cleanStr(proofName || proofId);
// 1. Try exact code/name match
let match = list.find((p: any) => {
const pcode = cleanStr(p.code);
const pname = cleanStr(p.name);
return pcode === target || pname === target;
});
// 2. Try loose contains/includes match
if (!match) {
match = list.find((p: any) => {
const pcode = cleanStr(p.code);
const pname = cleanStr(p.name);
return pcode.includes(target) || pname.includes(target) || target.includes(pcode) || target.includes(pname);
});
}
// 3. Specific fallbacks for common keywords
if (!match && target.includes('voter')) {
match = list.find((p: any) => {
const name = cleanStr(p.name);
return name.includes('voter') || name.includes('epic');
});
}
if (!match && target.includes('aadhaar')) {
match = list.find((p: any) => cleanStr(p.name).includes('aadhaar'));
}
if (!match && target.includes('passport')) {
match = list.find((p: any) => cleanStr(p.name).includes('passport'));
}
if (!match && target.includes('driving')) {
match = list.find((p: any) => cleanStr(p.name).includes('drive') || cleanStr(p.name).includes('licen'));
}
if (!match && target.includes('pan')) {
match = list.find((p: any) => cleanStr(p.name).includes('pan'));
}
return (match?.id ?? null) as number | null;
})
);
}
/**
* Save family members via POST /clients/{id}/familymembers
*/
private saveClientFamilyMembers(clientId: string) {
const members = this.clientFamilyMembersStep.clientFamilyMembers;
for (const member of members) {
const marriageCertFile = member._marriageCertFile || null;
const payload = { ...member };
// Remove internal/transient fields
delete payload._linkedClient;
delete payload._marriageCertFile;
delete payload.dateFormat;
delete payload.locale;
payload.dateFormat = this.settingsService.dateFormat;
payload.locale = this.settingsService.language.code;
this.clientsService.addFamilyMember(clientId, payload).subscribe({
next: (res: any) => {
// Upload marriage certificate if present
if (marriageCertFile && res?.resourceId) {
this.uploadFamilyMemberDocument(clientId, res.resourceId, marriageCertFile, 'Marriage Certificate');
}
},
error: () => {}
});
}
}
/**
* Upload a document for a family member.
*/
private uploadFamilyMemberDocument(clientId: string, familyMemberId: string, file: File, docName: string) {
const formData = new FormData();
formData.append('file', file);
formData.append('name', docName);
formData.append('description', docName);
this.clientsService.uploadFamilyMemberDocument(clientId, familyMemberId, formData).subscribe({ error: () => {} });
}
}
/**
* Save & Next Confirmation Dialog
*/
@Component({
selector: 'mifosx-save-confirm-dialog',
template: `
<div class="scd">
<div class="scd-header">
<div class="scd-header__icon-wrap">
<mat-icon class="scd-header__icon">save</mat-icon>
</div>
<div>
<h3 class="scd-header__title">Save & Proceed</h3>
<p class="scd-header__sub">Client general details will be saved</p>
</div>
</div>
<div class="scd-body">
<p>Are you sure you want to save the client details and proceed to the next step?</p>
<div class="scd-info">
<mat-icon class="scd-info__icon">info</mat-icon>
<span>Once saved, a client record will be created. You can update the details later.</span>
</div>
</div>
<div class="scd-actions">
<button mat-stroked-button [mat-dialog-close]="false" class="scd-cancel">
<mat-icon>close</mat-icon>
Cancel
</button>
<button mat-flat-button color="primary" [mat-dialog-close]="true" class="scd-confirm">
<mat-icon>check</mat-icon>
Save & Proceed
</button>
</div>
</div>
`,
styles: [
`
.scd {
background: #fff;
border-radius: 12px;
overflow: hidden;
}
.scd-header {
display: flex;
align-items: center;
gap: 14px;
padding: 20px 24px 16px;
}
.scd-header__icon-wrap {
width: 44px;
height: 44px;
border-radius: 12px;
background: #eff6ff;
display: flex;
align-items: center;
justify-content: center;
}
.scd-header__icon {
color: #1074b9;
font-size: 24px;
width: 24px;
height: 24px;
}
.scd-header__title {
margin: 0;
font-size: 17px;
font-weight: 700;
color: #0f172a;
}
.scd-header__sub {
margin: 2px 0 0;
font-size: 12px;
color: #64748b;
}
.scd-body {
padding: 0 24px 20px;
}
.scd-body p {
margin: 0 0 14px;
font-size: 14px;
color: #374151;
line-height: 1.5;
}
.scd-info {
display: flex;
align-items: flex-start;
gap: 8px;
padding: 10px 14px;
background: #f0f9ff;
border: 1px solid #bae6fd;
border-radius: 8px;
font-size: 12px;
color: #0c4a6e;
}
.scd-info__icon {
font-size: 16px !important;
width: 16px !important;
height: 16px !important;
color: #0284c7;
flex-shrink: 0;
margin-top: 1px;
}
.scd-actions {
display: flex;
justify-content: flex-end;
gap: 10px;
padding: 14px 24px;
border-top: 1px solid #f1f5f9;
background: #f8fafc;
}
.scd-cancel,
.scd-confirm {
display: flex !important;
align-items: center;
gap: 6px;
font-size: 13px !important;
height: 38px !important;
border-radius: 8px !important;
}
.scd-confirm {
font-weight: 600 !important;
}
`
],
imports: [
MatIcon,
MatDialogClose
]
})
export class SaveConfirmDialogComponent {}
/**
* Verify Client Required Alert Dialog
*/
@Component({
selector: 'mifosx-verify-client-alert-dialog',
template: `
<div class="vcad">
<div class="vcad-header">
<div class="vcad-header__icon-wrap">
<mat-icon class="vcad-header__icon">shield</mat-icon>
</div>
<div>
<h3 class="vcad-header__title">Verification Required</h3>
<p class="vcad-header__sub">Client name must be screened before saving</p>
</div>
</div>
<div class="vcad-body">
<p>
Please click <strong>{{ data?.isEntity ? 'Verify Entity' : 'Verify Client' }}</strong> to screen the client
name against the UN Security Council Consolidated Sanctions List before proceeding.
</p>
<div class="vcad-info">
<mat-icon class="vcad-info__icon">gavel</mat-icon>
<span
>RBI KYC Master Direction (2016) — Section 51 &amp; PMLA 2002. Sanctions screening is mandatory before
account opening.</span
>
</div>
</div>
<div class="vcad-actions">
<button mat-flat-button color="primary" [mat-dialog-close]="true" class="vcad-ok">
<mat-icon>check</mat-icon>
OK, Verify Now
</button>
</div>
</div>
`,
styles: [
`
.vcad {
background: #fff;
border-radius: 12px;
overflow: hidden;
}
.vcad-header {
display: flex;
align-items: center;
gap: 14px;
padding: 20px 24px 16px;
}
.vcad-header__icon-wrap {
width: 44px;
height: 44px;
border-radius: 12px;
background: #fef3c7;
display: flex;
align-items: center;
justify-content: center;
}
.vcad-header__icon {
color: #d97706;
font-size: 24px;
width: 24px;
height: 24px;
}
.vcad-header__title {
margin: 0;
font-size: 17px;
font-weight: 700;
color: #0f172a;
}
.vcad-header__sub {
margin: 2px 0 0;
font-size: 12px;
color: #64748b;
}
.vcad-body {
padding: 0 24px 20px;
}
.vcad-body p {
margin: 0 0 14px;
font-size: 14px;
color: #374151;
line-height: 1.5;
}
.vcad-info {
display: flex;
align-items: flex-start;
gap: 8px;
padding: 10px 14px;
background: #fff7ed;
border: 1px solid #fed7aa;
border-radius: 8px;
font-size: 12px;
color: #7c2d12;
}
.vcad-info__icon {
font-size: 16px !important;
width: 16px !important;
height: 16px !important;
color: #d97706;
flex-shrink: 0;
margin-top: 1px;
}
.vcad-actions {
display: flex;
justify-content: flex-end;
gap: 10px;
padding: 14px 24px;
border-top: 1px solid #f1f5f9;
background: #f8fafc;
}
.vcad-ok {
display: flex !important;
align-items: center;
gap: 6px;
font-size: 13px !important;
height: 38px !important;
border-radius: 8px !important;
font-weight: 600 !important;
}
`
],
imports: [
MatIcon,
MatDialogClose
]
})
export class VerifyClientAlertDialogComponent {
data = inject(MAT_DIALOG_DATA);
}